Hybrid Client Support Specialist — Frontline Help

Orion; Lehi (UT); Hybrid; USD 29,000 - 41,000; Full time

Job summary

Orion is seeking a Client Support Representative to handle inquiries across phone, chat, and cases, guiding clients through core workflows with accurate intake and documentation. The role emphasizes reliability, clear communication, and growing platform knowledge across Orion products, including Orion, Redtail, and OCIO.

The position is hybrid, with three or more days on-site at one of the office locations.

Qualifications

• Strong communication and multitasking abilities in fast-paced environment.
• Experience in customer service or technology support is preferred.
• Narrow focus on frontline client inquiries across multiple channels.

Responsibilities

• Serve as frontline contact for client inquiries via phone, chat, and case channels.
• Provide training, guidance, and best practices to navigate workflows.
• Troubleshoot entry-level workflows and platform navigation issues.
• Maintain adherence to schedules and support queue coverage.

Skills

Client-Centric

Effective Communication

Innovation

Technical Proficiency

Technical Support

Time Management

Work Collaboratively

Education

High school diploma

Bachelor's degree preferred

Tools

Salesforce

Job description

Orion is seeking a Client Support Representative to handle inquiries across phone, chat, and cases, guiding clients through core workflows with accurate intake and documentation. The role emphasizes reliability, clear communication, and growing platform knowledge across Orion products, including Orion, Redtail, and OCIO.

The position is hybrid, with three or more days on-site at one of the office locations.